Reference
Travel operations glossary
Clear definitions of the terms used across travel CRM and travel operations.
Plain-language definitions of the terms used across travel CRM and travel operations — useful whether you are evaluating tools or onboarding a new team member.
- Travel CRM
- Customer relationship management software built for selling trips — capturing enquiries, building branded quotes and itineraries, and tracking travellers from first enquiry to confirmed booking.
- Lead
- A trip enquiry from a prospective traveller, captured from a channel such as a website form, an ad platform, or a messaging app.
- Lead capture
- The process of collecting enquiries from any channel into a single queue so none are lost in scattered inboxes or chat threads.
- Quote
- A priced trip proposal sent to a traveller, typically including flights, stays, activities, transfers, and a markup.
- Itinerary
- A structured day-by-day plan for a trip. In Tripdocks an itinerary can be built from saved templates or from scratch and sent as a branded PDF or web link.
- Itinerary builder
- The tool used to assemble an itinerary by adding flights, stays, activities, and transfers, setting a markup, and producing a branded output that stays editable up to and after booking.
- Markup
- The margin a travel business adds on top of supplier or net rates when pricing a quote.
- Reservation
- A confirmed booking that has moved out of the quoting stage and is being tracked and managed operationally.
- Lead-to-booking workflow
- The end-to-end path a travel enquiry takes — from captured lead, to quote and itinerary, to confirmed reservation — managed in one place by a travel CRM.
- Tour operator
- A business that designs and sells trips or packages, often combining multiple suppliers into a single product for travellers or agents.
- Travel agency
- A business that sells trips to travellers, handling enquiries, quoting, and bookings on their behalf.
- Travel consultant
- An independent professional who plans and sells trips, often operating solo and handling the full lead-to-booking workflow alone.
- Round-robin assignment
- A method of distributing incoming leads evenly across team members so enquiries are picked up promptly and fairly.
- Roles and permissions
- Access controls that determine who on a team can see sensitive information such as pricing, supplier rates, and client contacts.
- Webhook
- An HTTP POST from an external source used to deliver leads automatically into a travel CRM, with field mappings defined once.
- WhatsApp Business
- A business messaging channel used to chat with leads. Tripdocks supports multiple providers and business numbers with optional per-team routing.